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EQ Wealth Management

Headquartered in BELLEVUE, WA

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Firm Information

EQ Wealth Management is an investment advisor headquartered in with 6 investment adviser representatives. The firm has $593,745,099 in regulatory assets under management and provides services such as financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

EQ Wealth Management

$593.75M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (7)

EQ WEALTH MANAGEMENT has a total of 7 branch locations across the country.
location

Kent, WA

location

Edmonds, WA

location

New York, NY

location

Issaquah, WA

location

BELLEVUE, WA

location

Denver, CO

location

Seattle, WA

Advisors at EQ Wealth Management

View All 9 Advisors
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Jamika Symone Parker

CFP®, RA

BELLEVUE, WA

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Nathan Evan Tepp

CFP®, RA

BELLEVUE, WA

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Audrea Jane Sullivan

RA

BELLEVUE, WA

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Courtney O'kelly Hanrahan

CFP®, RA

BELLEVUE, WA

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Stephen Patrick Emanuels

CFP®, PFS®, RA

BELLEVUE, WA

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Michael John Varga

RA

BELLEVUE, WA

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Michael Okamoto

CFP®, RA

Seattle, WA

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Sarah Andrews Emanuels

RA

New York, NY

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Disclosures

There are no public disclosures for EQ Wealth Management.

Frequently Asked Questions (6)

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